SCPM

Sagard Capital Partners Management Portfolio holdings

AUM $46.7M
1-Year Est. Return 23.43%
This Quarter Est. Return
1 Year Est. Return
-23.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$4.73M
3
+$25.9K

Top Sells

1
+$24M

Sector Composition

1 Industrials 59.88%
2 Consumer Staples 31.38%
3 Technology 7.11%
4 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$90.9M 31.38%
3,513,274
+1,000
2
$63.3M 21.86%
7,452,125
3
$54.2M 18.69%
1,531,448
4
$23.6M 8.13%
1,519,313
5
$18.3M 6.31%
465,019
6
$15M 5.16%
+566,982
7
$14.1M 4.88%
501,317
8
$5.63M 1.94%
402,323
9
$4.73M 1.63%
+155,768
10
– –
-2,141,804